Lowery Thomas LLC’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
4,991
+213
| +4% | +$46K | 0.69% | 28 |
|
|
2025
Q1 | $953K | Sell |
4,778
-40
| -0.8% | -$7.98K | 0.65% | 31 |
|
|
2024
Q4 | $1.06M | Buy |
4,818
+14
| +0.3% | +$3.09K | 0.69% | 30 |
|
|
2024
Q3 | $1.06M | Buy |
4,804
+16
| +0.3% | +$3.53K | 0.72% | 33 |
|
|
2024
Q2 | $971K | Buy |
4,788
+13
| +0.3% | +$2.64K | 0.71% | 28 |
|
|
2024
Q1 | $1M | Sell |
4,775
-472
| -9% | -$99.3K | 0.77% | 28 |
|
|
2023
Q4 | $1.05M | Buy |
5,247
+41
| +0.8% | +$8.23K | 0.9% | 25 |
|
|
2023
Q3 | $920K | Buy |
5,206
+331
| +7% | +$58.5K | 0.88% | 26 |
|
|
2023
Q2 | $913K | Sell |
4,875
-24
| -0.5% | -$4.5K | 0.9% | 27 |
|
|
2023
Q1 | $874K | Sell |
4,899
-19
| -0.4% | -$3.39K | 0.96% | 25 |
|
|
2022
Q4 | $858K | Sell |
4,918
-70
| -1% | -$12.2K | 1.03% | 21 |
|
|
2022
Q3 | $823K | Hold |
4,988
| – | – | 0.96% | 27 |
|
|
2022
Q2 | $845K | Sell |
4,988
-603
| -11% | -$102K | 0.81% | 27 |
|
|
2022
Q1 | $1.15M | Sell |
5,591
-342
| -6% | -$70.2K | 0.89% | 28 |
|
|
2021
Q4 | $1.32M | Buy |
+5,933
| New | +$1.32M | 0.91% | 30 |
|